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Schwab US Large- Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$1.37M +$835K +77,388 +157%
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +126,780 New
VCM
228
Vivaldi Capital Management
Illinois
$1.37M +$12.4K +1,152 +0.9%
KWM
229
Kingsview Wealth Management
Oregon
$1.36M -$49.6K -4,596 -4%
CWS
230
Cypress Wealth Services
California
$1.31M +$166K +15,432 +15%
AMG
231
Asset Management Group
Connecticut
$1.31M +$9.06K +840 +0.7%
HCM
232
Hollencrest Capital Management
California
$1.27M -$16K -1,482 -1%
GC
233
Garde Capital
Washington
$1.27M +$491K +45,570 +63%
SIA
234
Starfire Investment Advisers
Michigan
$1.27M -$13.3K -1,230 -1%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$1.27M -$5.24K -486 -0.4%
LYV
236
Live Your Vision
Pennsylvania
$1.26M +$128K +11,904 +12%
BAM
237
Belpointe Asset Management
Nevada
$1.25M +$659K +61,068 +112%
MWM
238
Mission Wealth Management
California
$1.23M +$180K +16,662 +17%
APG
239
Abacus Planning Group
South Carolina
$1.21M -$10.9K -1,014 -0.9%
CFMC
240
Curbstone Financial Management Corp
New Hampshire
$1.2M +$56.3K +5,220 +5%
AI
241
Atria Investments
North Carolina
$1.18M -$268K -24,816 -19%
Vanguard Capital Wealth Advisors
242
Vanguard Capital Wealth Advisors
Colorado
$1.18M +$20.4K +1,890 +2%
CAN
243
Cetera Advisor Networks
California
$1.16M -$24.3K -2,250 -2%
TW
244
Transform Wealth
Colorado
$1.14M
LNC
245
Lincoln National Corp
Pennsylvania
$1.14M -$10K -930 -0.9%
SP
246
Successful Portfolios
Florida
$1.13M +$105K +9,714 +10%
WIC
247
Whitegate Investment Counselors
New Hampshire
$1.12M +$48.5K +4,494 +5%
FCI
248
Financial Counselors Inc
Kansas
$1.12M +$134K +12,420 +14%
TF
249
TIAA FSB
Florida
$1.11M -$29.4K -2,724 -3%
LBC
250
Lowe Brockenbrough & Co
Virginia
$1.1M +$104K +9,600 +10%